Backdoor Roth IRA Contributions for High Earners
In the middle of the tax filing season for 2022, many investors may wonder about making contributions to a non-employer retirement account for the prior tax year...
Tax Loss Harvesting to Save on Current and Future Taxes by Brian Fritzsche, CFP®, CFA, CRPC®
As several areas of the market continue to make all-time highs, there might not be many assets in a portfolio that have lost money since being purchased. However...
What is an RMD and Do I Need One?
As we approach the end of the year, many investors might be needing to take a required minimum distribution (RMD) from a retirement account, either one that they own...
Overview of Retirement Plans for Small Businesses by Brian Fritzsche, CFP®, CFA, CRPC®
According to a 2020 J.P. Morgan survey, just under 50% of small businesses offer a retirement savings plan to employees. Another survey shows that less than 30% of businesses...
Using Health Savings Accounts to Plan for Retirement
As we are amid open enrollment season for 2021 workplace benefits, the Health Savings Account (HSA) is an often misunderstood and underutilized savings and investment vehicle that warrants exploration.
Fall Financial To-Do List
Cooler weather, kids back in school, football, and every possible food item becoming pumpkin flavored: all signs that fall is upon us and we are closing in on the last quarter of the year.
